See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,434 | $96,305-82.9% | $80,569-79.6% | $139,434-88.2% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | 6.21% | 1350.08%-1343.9pp | 935.43%-929.2pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,807 | $3,262-44.6% | $2,723-33.6% | $4,751-62.0% |
| Participant deferral / active EE | $2,888 | $5,232-44.8% | $4,447-35.1% | $6,710-57.0% |
| Admin fee / account holder | $25 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |